GoldBean is a graduate of INV Fintech accelerator launched by Bank
Innovation and Fiserv

June 26, 2017 09:00 AM Eastern Time

BROOKFIELD, Wis.--(EON: Enhanced Online News)--Fiserv,
Inc. (NASDAQ: FISV), a leading global provider of financial services
technology solutions, is equipping financial institutions to better
serve beginning investors with the addition of tailored digital advice
and education to Wealth Management Network from Fiserv. Fiserv is adding
these capabilities through an agreement with the financial services
startup GoldBean. The agreement resulted from GoldBean’s participation
in the INV Fintech accelerator launched last year by Bank Innovation
and Fiserv to further innovation in financial services.

“The GoldBean focus on advice and education for beginning investors
brings a fresh approach to the wealth industry, where developing the
pipeline of future wealth clients is a strategic imperative, but has not
been well addressed from a product perspective”

The GoldBean capabilities will be available to Fiserv clients on Wealth
Management Network and can also be integrated with Unified Wealth
Platform from Fiserv to support a single-platform strategy with a
traditional managed-account program, helping financial advisors attract
new customers with relevant new services.

“The GoldBean focus on advice and education for beginning investors
brings a fresh approach to the wealth industry, where developing the
pipeline of future wealth clients is a strategic imperative, but has not
been well addressed from a product perspective,” said Cheryl Nash,
president, Investment Services, Fiserv. “The partnership provides our
clients with a low-cost digitally enabled advisory model that opens the
door to new investors by providing them with a digital channel to start
investing at their own speed.”

GoldBean is a graduate of the INV Fintech Accelerator designed to
cultivate high-potential startups from around the globe and connect them
with financial institutions that have an appetite for innovation. Bank
Innovation and Fiserv developed the accelerator program with support
from multiple participants including financial institutions and industry
mentors. The program aims to drive innovation in financial services by
making new capabilities available to more people.

GoldBean is an “investing for beginners” platform that was designed to
promote financial literacy and empower users to be confident,
self-directed investors. By analyzing people’s actual spending, the
GoldBean digital investment platform creates customized portfolios
featuring companies and brands that end users already know and use every
day. The platform’s education modules and software help build strong
financial habits and turn savers into investors. GoldBean’s capabilities
can be leveraged by financial institutions, banks, and credit unions to
provide financial education to their client base.

GoldBean utilizes an education-first approach to help financial
institutions activate new investors. While Millennials are the focus,
the educational content on the platform appeals to beginning investors
of any age who may have never invested outside of their employers’
defined contribution plans. GoldBean education content covers the entire
spectrum of earning, saving, borrowing and investing money, including a
“financial learning center” which can also be implemented as a
standalone feature for banks and credit unions.

“Our mission is to turn savers into confident investors,” said Jane
Barratt, founder and CEO, GoldBean. “Our agreement with Fiserv, prompted
as a result of our participation in the INV Fintech accelerator, will
enable us to reach a much wider audience as we work with financial
institutions to reach their customers with investment advice and
education.”

Fiserv is a market leader providing innovative investment services
solutions with close to five million managed accounts supported on
Unified Wealth Platform, representing over $1.4 trillion in assets under
management. With the industry's largest digital destination for wealth
management participants, Wealth Management Network from Fiserv includes
access to a robust network of 70 sponsor firms, including eight of the
top ten broker-dealers in the U.S., and supports approximately 300 asset
managers with easy access to hundreds of model portfolio strategies.
This facilitates real-time digital connectivity among all major market
participants, including asset managers, broker-dealers, custodians,
banks, aggregators, market utilities, advisors, investors and
third-party partners.

In a world that is moving faster than ever before, Fiserv helps clients
deliver solutions that are in step with the way people live and work
today – financial services at the speed of life. Learn more at fiserv.com.

Launched in 2015, GoldBean is a digital investment platform that
provides advice and education to beginning investors. By analyzing
members’ actual spending, the company’s platform creates customized
portfolios featuring companies and brands that users know and use every
day. GoldBean’s mission is to educate and empower clients to be
confident, self-directed investors. GoldBean is an SEC registered
investment advisor (RIA). For more information, visit www.hellogoldbean.com.

About Fiserv

Fiserv, Inc. (NASDAQ: FISV) enables clients worldwide to create and
deliver financial services experiences that are in step with the way
people live and work today. For more than 30 years, Fiserv has been a
trusted leader in financial services technology, helping clients achieve
best-in-class results by driving quality and innovation in payments,
processing services, risk and compliance, customer and channel
management, and insights and optimization. Fiserv is a member of the
FORTUNE® 500 and has been named among the FORTUNE Magazine
World's Most Admired Companies® for four consecutive years,
ranking first in its category for innovation in 2016 and 2017. For more
information, visit fiserv.com.